2024-03-31-accounts - Yorkshire Funders

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ANNUAL REPORT & FINANCIAL STATEMENTS 2023-24 Yorkshire Funders

CHAIR’S INTRODUCTION

I am pleased to be introducing the second Trustees’ Annual Report for Yorkshire Funders CIO. It’s been another fantastic year of growth in activities, partnerships, and outcomes for the charity, following the launch of our official membership scheme in March 2023. The target was 40 members for 2023/24, and 66 local grantmaking and infrastructure organisations joined the membership and benefitted from 15 in-person and online learning and networking events to help them become better funders.

The board of trustees was bolstered greatly with David Warner MBE, Kath Lindley DL, Gemma Brookes, and Imogen Graham all joining this financial year and bringing a wealth of grantmaking and civil society expertise to the team. And after 25 years of hard work and dedication on the Yorkshire Funders’ board, and on the Yorkshire Grant Makers Forum committee, trustee Stephen Robinson retired. Another key personnel change was that trustee Jan Garrill DL moved to become Associate Director.

TIM CUTTS

Yorkshire Funders, Chair

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LEGAL & ADMINISTRATON INFORMATION

Trustees

Peter Timothy Cutts Chair Appointed 21st November 2021

Gemma Brookes Trustee Appointed 6th November 2023

Jan Garrill DL Trustee Appointed 21st November 2021 Resigned 21st June 2023

Imogen Graham Trustee Appointed 6th November 2023

Kath Lindley DL Trustee Appointed 8th August 2023

Stephen Robinson Trustee Appointed 21st November 2021 Resigned 31st December 2023

David Warner MBE Trustee Appointed 24th April 2023

Bruce Warnes Trustee Appointed 7th February 2023

Registered Office

Harlig House Skipton Road Ilkley LS29 9RP

Bankers

HSBC 8 Canada Square London E14 5HQ

Auditors

Wheawill & Sudworth 35 Westgate Huddersfield HD1 1PB

Charitable Incorporated Organisation Registration Number: 1196519

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OBJECTIVES

Charitable Purpose

The objects of Yorkshire Funders CIO are:

The promotion of the effective use of resources for charitable purposes by charitable and non-charitable bodies in Yorkshire and the Humber for the benefit of the public by:

PROVIDING ADVICE AND INFORMATION PARTICULARLY ON FUNDING AND SOCIAL INVESTMENT;
PROMOTING OPPORTUNITIES TO FACILITATE CO-OPERATION AND COLLABORATION;
PROVIDING RESOURCES AND FUNDING;
PROVIDING TRAINING AND INFORMATION AND FACILITATING THE EXCHANGE OF INFORMATION, KNOWLEDGE AND EXPERIENCE, AND; ENABLING FUNDING ORGANISATIONS TO PROVIDE SUPPORT AND FUNDING MORE EFFECTIVELY.

Yorkshire Funders’ constitution is of a Charitable Incorporated Organisation with voting members other than its charity trustees.

Aims & Public Benefit

Yorkshire Funders provides opportunities for local funding organisations of all sizes and from all sectors to think, share, learn and act together in order to be more effective and boost their impact on Yorkshire people and places.

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ACHIEVEMENTS

Yorkshire Funders solidified its place as one of the most effective and influential regional networking and learning organisations for grantmakers in the UK. *Validation from IVAR.
During April 2023 - March 2024, Yorkshire Funders ran 15 networking and learning events which were attended by almost 400 employees and trustees from more than 75 different funding and infrastructure support organisations (many individuals attended multiple events).
66 grantmaking organisations became Yorkshire Funders’ members during the first official membership year, 65% more than the target set by the trustees, which helped the region’s grantmakers become better connected and informed.
Yorkshire Funders increased its income from £31,187 (in its first CIO financial period of November 2021 - March 2023) to £60,190 in 2023/24, enabling the charity to hold more events and activities in 2024/25.
The charity bolstered its capacity by appointing former trustee, Jan Garrill as Associate Director in July 2023 and appointed its first salaried Coordinator in March 2024.

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PROGRAMME OF ACTIVITY

Events & learning sessions

During 2023/24 Yorkshire Funders ran a total of 15 events and sessions (up from 12 in 2022/23) which all combined learning, networking and continuing professional development. These fell into five categories and each session was developed based on feedback from members, as well as ideas and experiences from Yorkshire Funders’ trustees and consultants who all work for and/or are on the board of a grantmaking organisation. Many events were free for members and a carefully thought through pricing structure was set up for each in person event (where venue hire and catering costs are generally incurred), having member and non-member ticket options available on Eventbrite.

1. Online Workshop

Smaller, two hour Zoom sessions which are typically member-led, where participants wrestle with practical actions to improve their grantmaking practice and are a safe space with lots of time for group discussion.

2. Online Forum

Larger, two hour Zoom sessions where experts from leading practitioners are brought in and there is more information and analysis presented to reflect on, along with a break-out session in smaller groups with peers.

3. In person Training Workshop

Three-five hour, in-depth training sessions run by an expert in the field, supported by Yorkshire Funders’ team, with lots of peer discussion and learning.

4. In Person Forum & Annual Conference

June and November events held at a charitable venue with expert speakers and plenty of time for networking, as well as workshops at the Conference.

5. Member Network Meeting

Member network meetings were a new development for 2024 and enabled different types of grantmakers and those interested in a particular way of working to come together with their peers.

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PROGRAMME OF ACTIVITY

An online feedback survey was sent to all participants after every in person training workshop and the November and June in person events. Presentations, useful resources and in some cases, a summary of the learnings from an event were posted on the Yorkshire Funders’ website - - https://www.yorkshirefunders.org.uk/resources/resources from events/

27th April

Aligned Reporting online workshop, Zoom, 25 attendees

Led by IVAR’s Founder/Director, Ben Cairns and Yorkshire Funders’ Carla Marshall who led on the Yorkshire Common Application Form, this session explored IVAR’s six principles to support better reporting and if there was an appetite to develop a Yorkshire Common Reporting Form (YCRF).

24th May

Safeguarding for Funders training workshop, Leeds, 9 attendees

Led by Voluntary Action Leeds and Leeds Community Foundation, they talked participants through all the safeguarding policies and processes which funders should be looking for in applicants, as well as considerations for funders’ internal operations.

21st June

Annual Conference – New Ways of Thinking About Philanthropy, Leeds, 89 attendees

Held at Leeds Playhouse with key note speakers Rhodri Davies, Pears Foundation & University of Kent philanthropy expert and Safina Ahmad, Director at John Ellerman Foundation, along with a Yorkshire Philanthropy Panel and six afternoon workshops.

16th August

Giving Useful Feedback online workshop, Zoom, 22 attendees

Led by Yorkshire Funders’ Tim Cutts and Jan Garrill, this session gave local funders that are adopting a more ‘Open and Trusting’ approach to their grantmaking and communications, and those who want to work in this way, the opportunity to share insights on this subject and learn from each other

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PROGRAMME OF ACTIVITY

27th September

Funding Non-Charities: Being a More Inclusive Funder, Zoom, 40 attendees

Speakers were Andrew Croft, Director of Special Projects and board member of Social Enterprise UK, Steve Abson, Regional Development Manager at Coalfields Regeneration Trust, Gill Newman, Clerk to the Trustees of The Talbot Trusts and Daniel Lewis from Wrigleys Solicitors.

11th October

Be a Better Grant Assessor training workshop, Leeds, 12 attendees

Rob Billson, Community Foundation for Calderdale’s Grants Manager and an experienced training consultant ran this popular training workshop which is for employees and trustees who are new to grant assessing as well as those who are looking for a refresher.

25th October

Open & Trusting Local Authorities with IVAR, Leeds, 14 attendees

Yorkshire Funders joined forces with IVAR to drive forward a co-designed Open & Trusting grantmaking movement within local authorities. The intelligence from this gathering was combined with IVAR’s learnings from the London Funders and Scottish Funders’ cohorts.

23rd November

Transform Your Organisation’s Approach to DEI Forum, Bradford, 35 attendees

Speakers were Danielle Walker Palmour, founding Director of York-based Friends Provident Foundation, Penny Wilson – CEO, Getting On Board and Mohammed Kamran – Chief Executive and Co-Founder Impact Hub Bradford, along with panelists for a session on how can funding organisations improve their approach to equity?

6th December & 9th January

Be a Better Grant Assessor training workshop, Sheffield & Leeds, 28 attendees

Due to the popularity of the October workshop, Yorkshire Funders held two more sessions in 2023/24 and still had a waiting list of 20 for 2024/25.

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PROGRAMME OF ACTIVITY

18th January

State of the Sector online forum, Zoom, 43 attendees

Speakers were Sarah Vibert, CEO of NCVO who shared what 2024 might look like for civil society and funders in Yorkshire, Jack Larkham, Senior Research & Policy Analyst at Pro Bono Economics and Nicky Ruddick, Chair of FAWN.

8th February

Aligned Working network, Zoom, 9 attendees

This network stemmed from the Yorkshire Common Application Form Task Force and the Aligned Reporting online forum held in 2023. The group is led by Yorkshire Funders’ Kath Lindley and Carla Marshall and the first meeting focused on updates to the YCAF, 360Giving and the idea of developing common grant classification categories.

28th February

Trusts & Foundations Trustees network, York, 35 attendees

This first network meeting was held at The Principal Hotel in York and was kindly sponsored by McInroy & Wood discretionary investment managers. Speakers were Jo Ropner, Lord Lieutenant of North Yorkshire and chair of Rank Foundation Grants Committee, Jane Hustwit, trustee of the Association of Chairs and Liz Wild, director of McInroy & Wood.

5th March

Understanding Applicants’ Finances training workshop, Leeds, 16 participants

Due to popular demand for this training in 2022/23 and excellent feedback on WYCAS (West Yorkshire Community Accounting Service) who led the workshop, Yorkshire Funders ran this again.

21st March

Duties of a Trustees online workshop, Zoom, 16 attendees

Daniel Lewis from Wrigleys hosted this workshop which covered different charity structures and what it means to be a charity, the role of a trustee, trustee duties, decision making and grantmaking and conflicts of interest and serious incident reporting.

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NEWS & COMMUNICATIONS

Monthly Sector News Update

Yorkshire Funders researched, wrote and distributed a monthly e-newsletter to all members and the full Yorkshire Funders’ database via Mailchimp. Each newsletter contained information and news stories from influential third sector organisations including NCVO, Pro Bono Economics, IVAR, NPC, Joseph Rowntree Foundation, Centre for Social Justice and ACF. The newsletter also featured job adverts for trustees and employees at local grantmaking organisations.

www.yorkshirefunders.org.uk

The website was updated at least every month, with a key news story featured on the home page and the events page being regularly refreshed. The Resources From Events page continued to provide website visitors with a mine of information from all the Yorkshire Funders’ events and learning sessions.

The charity increased the number of posts on Yorkshire Funders’ LinkedIn page and this will be an area for development in 2024/25.

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PARTNERSHIPS & COLLABORATION

Corporate partners

The charity were incredibly grateful for CCLA and Wrigleys Solictors’ support in 2023/24. Both companies provided vital financial support and Wrigleys also provided its board room for training events as well as speaking at a number of events. They were promoted to members and non-members as much as possible on the website, in newsletters, at events and via event promo emails. Yorkshire Funders’ Jan Garrill also established strong relationships with the Yorkshire offices of the investment management firms, McInroy & Wood and Quilter Cheviot who supported two events through sponsorship and provided a training room.

Yorkshire Common Application Form (YCAF)

Yorkshire Funders continued to promote the adoption of the YCAF and by March 2024 had 10 local grantmaking using the application form. In November 2023, Yorkshire Funders’ Carla Marshall did an interview with the ACF’s Funders Collaborative Hub sharing how the YCAF initiative came about and was developed.

Local Funders Forums & FAWN (Funding Advice Workers Network)

Yorkshire Funders’ trustees and consultants continued to attend the South Yorkshire and Wakefield Funders Forums, learning from these groups and sharing information. The Consultant Coordinator maintained regular contact with the FAWN Secretary and Chair, ensuring they could share intelligence at events and in the newsletter.

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Membership scheme

During April 2023 - March 2024, the Yorkshire Funders team continued to work hard to build up funds and ensure sustainability for the long term. Having officially launched the membership scheme in March 2023, the members and funds started coming through strongly during April and May, reaching a total of 66 members by March 2024. Grantmakers from Cumbria and Lincolnshire also became members as they had heard such good things about Yorkshire Funders and didn’t have a similar network in their region. The charity’s investment in a bespoke Notfor-Profit Salesforce database proved to be a success and enabled the members’ information to be safely stored and utilised.

Funder financial support

After 30 years of staffing and resource support from the Sir George Martin Trust, the Yorkshire Funders’ team approached a handful of other long term attendees of Yorkshire Funders’ events who were particularly supportive of the charity’s work to see if they would become a Core Supporter and give £5,000 to enable the charity to appoint and fund its first member of staff (Carla Marshall is a Consultant Coordinator), as well as funding Jan Garrill, former Yorkshire Funders’ trustee as the new Associate Director. It is so fantastic that The BRELMS Trust, R.E. Chadwick Charitable Trust and the Sir George Martin Trust all gave their support which ensured the charity was in a very strong financial position by the end of 2023/24.

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MEMBER FEEDBACK

"Yorkshire Funders offers a great range of information and support for both boards and funding officers. The accessibility of the online workshops and forums makes it easy to keep abreast of research and good practice, both within Yorkshire and on a national level.”

"It is a great opportunity to network with peers and to keep up to date with a range of initiatives."

"The conference was excellent and the online workshops have given great insight and helps with a wider perspective of thinking. This insight along with the opportunities of networking with others provide excellent value for money."

"Yorkshire Funders is a great network, full of interesting organisations - there is always plenty to learn and share"

"As grant funding is a new career path for me, it's been a fantastic way to network with people and share best practice.”

"Events always have excellent speakers and have a great balance of being professional whilst also creating a close and supportive culture/environment to be part of. The regional element feels so important. The fact that you are not a national and skewed by London centric thinking is tangible and really important.”

"Yorkshire Funders bring together peers in a productive way. Were the organisation not around, it would be far harder to connect, discover and learn."

"Our organisation has found in person training to be really beneficial and very competitively priced. As well as the content of the training, the value of being trained with peers where you can make connections that are useful in day to day work is a strong selling point.”

"It offers a fantastic way to connect with other like minded organisations, right across the Yorkshire and Humber region. The quality of the service is amazing, you always feel valued. We are so lucky to be part of Yorkshire Funders!”

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2023/24 MEMBER OVERVIEW

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PLANS FOR THE FUTURE

Still less than three years into being a fully fledged charity, Yorkshire Funders has achieved a lot, but the team know from members’ feedback and partner liaison that there is still so much more to do and many areas for development. With the successful establishment of the membership scheme, expansion of the staff and trustee team, along with growth in the schedule of events and learning sessions, 2023/24 was a year of solidification.

For 2024/25 the focus will be on increasing the number of events and training, as this is what members say they want most, whilst developing Yorkshire Funders’ resources and research offering. The charity will also continue to provide more opportunities for different types of grantmakers who have common ways of working to convene, and work to ensure that every member, from the very smallest, right up to large national funders giving in Yorkshire feel that being a Yorkshire Funders’ member is valuable for their team, their organisation and their grant recipients. We also want to ensure we can demonstrate our impact on local frontline charities and groups.

The charity will continue to work hard to ensure a diverse and steady income stream in order to maintain staffing levels and ensure quality events and learning sessions. Any surplus from 2023/24 funds will be carried over to go towards staffing and running costs.

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GOVERNANCE & MANAGEMENT

Trustees’ role

The charity trustees manage the affairs of the organisation and may for that purpose exercise all the powers of the charity. It is the duty of each charity trustee:

to exercise his or her powers and to perform his or her functions as a trustee of the charity in the way he or she decides in good faith would be most likely to further the purposes of the charity.
to exercise, in the performance of those functions, such care and skill as is reasonable in the circumstances having regard in particular to i) any special knowledge or experience that he or she has or holds himself or herself out as having; and (ii) if he or she acts as a charity trustee of the organisation in the course of a business or profession, to any special knowledge or experience that it is reasonable to expect of a person acting in the course of that kind of business or profession.

The Yorkshire Funders’ trustees are jointly responsible for the overall governance and strategic direction of the charity, its financial health, the integrity of its activities and ensuring the organisation is run in accordance with legal and regulatory guidelines.

Statutory duties of a charity trustee

To ensure that the charity complies with its governing document, charity law, company law and any other relevant legislation or regulation
To ensure the charity pursues its objects as defined in its governing document To contribute actively to the board of trustees’ role of giving firm strategic direction to the organisation, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets
To safeguard the good name and values of the charity
To ensure the effective and efficient administration of the charity To ensure the financial stability of the charity
To protect and manage the property of the charity and the charity’s funds To follow proper and formal arrangements for the appointment, supervision, support, appraisal and renumeration of the Coordinator and other consultants

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GOVERNANCE & MANAGEMENT

Role of a Yorkshire Funders’ trustee

Act reasonably in decision making and leadership of the organisation
Ensure the proper management and administration of the charity
Manage risks with a considered, proportionate and balanced approach Work with fellow trustees, the Coordinator and consultants to shape, drive and monitor the charity’s strategy and outcomes
Prepare for and participate fully in board meetings
Prepare for and participate in the organisation’s events as often as possible Support the Coordinator and other consultants, reviewing all information they provide to the trustees in a timely manner
If and when required, carry out agreed activity duties in a timely and professional manner
Approval of Annual Accounts
Succession planning for the board to ensure there is an appropriate balance of skills and experience
Approval of appointments to the board and taking part in annual reviews of the board’s effectiveness
The role is unpaid, however reasonable travel expenses are paid by the charity (mileage allowance payment rate is 45p a mile as advised by the government)
Approval of Annual Accounts
Succession planning for the board to ensure there is an appropriate balance of skills and experience
Approval of appointments to the board and taking part in annual reviews of the board’s effectiveness
The role is unpaid, however reasonable travel expenses are paid by the charity (mileage allowance payment rate is 45p a mile as advised by the government).

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GOVERNANCE & MANAGEMENT

Trustee Terms

The members or the charity trustees may at any time decide to appoint a new charity trustee, whether in place of a charity trustee who has retired or been removed in accordance with clause [15] of the organisation’s Constitution, or as an additional charity trustee, provided that the limit does not exceed 12. Any person who retires as a charity trustee by rotation or by giving notice to the CIO is eligible for reappointment. A charity trustee who has served for three consecutive terms may not be reappointed for a fourth consecutive term but may be reappointed after an interval of at least one year. Trustee terms are three years.

Meetings

Board meetings are usually held four times a year during a weekday at a venue in Yorkshire. This will include the annual AGM. A couple of additional Zoom meetings may also need to be held in between the in-person board meetings. The trustees are also encouraged (when possible) to take part in the Yorkshire Funders’ online and in person events, contribute ideas to the programme of activity, provide new member contacts and when required, complete agreed areas of work, specific to their skill set, e.g. social media posts, charity policies, etc.

Commitment to Equality, Diversity and Inclusion (EDI)

Yorkshire Funders is committed to the organisation and its trustee board reflecting the diversity of Yorkshire, the people who live here and the communities our members fund. As the charity develops, it is important that the trustee board is made up of a range of different people which reflect its members and the Yorkshire region.

Yorkshire Funders will work to ensure that every individual on the trustee board and all consultants have equal opportunities by being conscious of and actively challenging bias or prejudice, to make sure no one is treated less favourably because of who they are or what makes them different from other people.

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GOVERNANCE & MANAGEMENT

We recognise we are all different in many ways and trustees and consultants with differing identities, backgrounds and experiences should all have equitable access to resources and decision-making at Yorkshire Funders. We are also proactive to make sure people of different backgrounds, experiences and identities feel welcomed, respected and fully able to participate and we aim to not only create a diverse environment, but also to making sure that a culture exists where individuals can be their full selves.

Recruitment, Induction and Training of Trustees

The Board keeps the skill requirements for the Trustee Body under review with the consultants. Recruitment of new trustees is promoted amongst the Yorkshire Funders’ membership and dialogue with interested parties is overseen by the Coordinator and Associate Director. When an individual expresses an interest in becoming a trustee, a meeting is held with the trustees, Associate Director and the Coordinator. If the board agrees, the candidate will be invited to attend a Yorkshire Funders’ board meeting and if the candidate would like to join the board the appointment will be made. The Associate Director or Coordinator ensures that each new trustee is provided with the Trustee Guide, the Charity Commission’s Essential Trustee document and will provide telephone, Zoom and in-person support as required. Taking part in Yorkshire Funders’ events and training sessions ensures ongoing training and professional development for each trustee.

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PUBLIC BENEFIT STATEMENT

The Directors of the CIO have considered the general guidance on public benefit issued by the Charity Commission in carrying out its objectives and activities and in delivering public benefit to the many institutions provided with financial and general help and are satisfied that the objectives fall under the provisions of the Charities Act 2011.

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FINANCIAL REVIEW

Reserves Policy

The trustees agreed that the charity should generally aim for three to six months in reserves. However, in order to be able to appoint the charity’s first contracted employee in March 2024 and have sufficient funds to pay Yorkshire Funders’ Associate Director an increased number of hours a week during 2024/25, the charity worked hard to build up its reserves to above six months. The reserves will all be allocated to salary and consultancy costs for 2024/25 and beyond to ensure the long term sustainability of the charity and to be able to deliver more events and activities for members.

Membership fees

The Membership fees for 2023/24 are significantly higher than the previous year (£23,147 compared to £4,570) due to the fact that the accounts are not currently done on an accrual basis and there were fees for 2022/23 and 2023/24 within this total figure.

Summary of fund balances at 31st March 2024:

Unrestricted: £33,755 Restricted: £12,758

Commitments

The trustees had made no commitments to future capital purchases, nor given any guarantees, at the balance sheet date.

Approved by the Board of Trustees on 23rd October 2024 and signed on their behalf by:

Tim Cutts Chair

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STATEMENT OF TRUSTEES " RESPONSIBILITIES

The trustees of Yorkshire Funders are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

select suitable accounting policies and then apply them consistently; observe the methods and principles in the Charities SORP;
make judgments and accounting estimates that are reasonable and prudent; state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements, and prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

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CHARITY COMM15510 FOR ENGLANO AND WAI Ytsvk•htr• Fund•rn 119151• Recei ts and ments accounts To 31.032024 CC16a Forth• p•rfod 01.04.20Td Scictioii A Receipts and payments Unmitrictéd fvnd• R8stricl8d lund• Endowmont fvnd• Total fund• L••t y••r A1 R•¢ 1.7 suprtharlfj 701 147 147 •v•rts ro¥• AR) 117 ,110 51.117 IT¢0 IMurnnLYI Ti E¥•rtfX• 201 04B J32 8.J32 L*• Tru•t•• mwbThJ crulbrnnl thr io X021 Sub tot•1 02• 17,DJ7 A4 A•••t •nd Inv•thrrt Own ui• Sub to 24,927 2Q•21 17.937 N•t olrnoelpts/(p•ym•nl¥) A5 Trnn•f•rn b•tw••n lund8 A8 C••h lund• l••t ymr •nd 10.75B 13 33.7)5 12,7 46.613 15 CCXX A1 •rrAunM18SI 24110rkn24 25 I ANNUAL REPORT 2023-24

Section B Statement of assets and liabilities at the end of the period Endowrn•nt fund• ¢•t•gorl•• D•tall• lurtd• nd• 12,788 nd• lund• 47 t¢• own u•• dt•wN *AtyJrtdu• BS U•blllll•• ior2024 24 1 ANNUAL REPORT 2023-24

INDEPENDENT EXAMINER'S REPOFif TO THE TRUSTEES OF YORKSHIRE FUNDERS FOR TNE PERIOD ENDED 31 MARCH 2024 I report to the ch#rfty tru8tse¥ w my exanthalknn of Ihb dYotshlrn Fundw8 (th• charfty f¢r th¢ F•rlL¥J 31 myh 2024. R••pon•lbllltl•• ond 11 ol r•port A8 the ¢hwty'8 trlee you are re8p01b[6 for Iho preparalkjn ol tha In ac¢ordance whh the ruIreffl8nts ofth8 Ch8rltt8a 2011 ( Acr}. I r¢rKrt In reDp&#ol my axthr•lon ol DcrAyJnls carrknj out urxlor 8Othn 1A5 ofth8 P 4nd carrfvy out rny gxanlDgUon I hBve follfM•d dl Ihg apthbk• gfv•n ty th• Ch•rlty Comml88lon under slI0n 14515Xb} ol th9 A. Ind•pMd•pt wmln•rf• ¥twt•m•nt I h•v• cornpl•tsd my •xamln•¢b)n. l ryyllmi IhBt no mittfn h•v• to my a¢tqnknn In connKtk 1th th• 0XannIon 919 rm cau8• lo bdlpvo thal In ary mitqrtBt res.. 1. •uwunUng rKord• w•r• not k•pt Sn r••pecl ol th• r•qUtr by 130 ofthe Nrt or 2. th• •c¢ount• 30 not occryd wlth Ihom f•ccrfd8. I h•ve no c¢JrrAmg fjr h•v• eomo no othw mitten In ?neCon wllh th• exarnlnatlon to wh*h attenuon should b& drawn In th18 rw)rt In order to enablè 0 proper undernlar%tiThJ of lh• Arn•n FCA Wh•thll & Sudw¢Jrth Lknrlt•d Chartered h£cATrtant¥ 36 Woolgal• Hudd•rnfl•k H011PA 25 1 ANNUAL REPORT 2023-24

• CHARITY (OMMISSIO FOR ENGLAND AND WALE Yorkshire Fundors 1196519 Recei ts and ments accounts CC16a For the period frorn 01.04.2023 To 31.03.2024 Section A Receipts and payments Unfèslrictod funds R*sttiGt6d funds Endowmanl lunds Total funds Last ¥r tothv IareSt É A1 Recel ts Donaiions Ce supwKterfees Grants Embersnip fees lllcome Irorn evefjls 15QO 1&2fy) 1782 8,000 10,000 4.570 5,835 16.200 12,751 23.147 S.5a5 1175$ 23,147 S515 ross income or ARJ 47.432 11758 60,19D 31,187 Sot an see tabl• Th$trn•nt sa es, 47.432 12.758 60,190 31,187 A3Pa monts 1,615 1,615 388 2.460 554 206 5.486 5.000 4,125 Insuf8nce Travel Event ¢Dsts AOmiThStr310rlcwdifbaior fees C0Tr5ulkncy fees Bank charges T{U$ m8etir¥J P051age and 51alKwLety Atcounlancy lee5 RecNilm8nl advettsSATrJ Oiher rAssLS 6,545 0.332 545 8,332 8,086 125 125 22D 4BO Sub total 24,028 26.021 17.937 A4 As58t and inStm#At Assets lor charil own use Sub total 24.927 2.000 2Q927 17,937 Net of receiptsl(payments) A5 Transfer5 b8twe8n funds A6 Cash funds last year ond Cash funds this year end 10.7 33.263 13,280 33,755 12,7S8 46.51J 13.250 CCXX R1 aLxtyJnts ISSI 24110r2024

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nèarèst £ Reslricled fvnds Endowmenl fLtsnds to near05t £ Categorl¢$ Details to noaré8t E B1 Cash funds Cash ai bank 3J.755 12,75B Total cash funds 33,755 12,758 OK Unrestricted fvnds to rnartsi £ OK OK Endowment funds t( n•oro E Restricted fvnds Details lo n?aresl£ Fund to whic 4sst 10 Current valu• onal f)¢tall$ Fund ¢owN¢h asset bElon Curront valu8 onal Detai15 Laptop Cosi lopuonall 84 Assets retalned for the charity's own use 475 75 olf1 desk 199 n•r F¥t)d to which relate 4nount dull lorkal When duè Details B5 Liabilltles Sgned byone v tw) iru$tees 00 behaK of all the trustees S¥Jnalure Prinl Name Date of roval CCXX R2 aC0nIS ISSI 2411012024

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF YORKSHIRE FUNDERS FOR THE PERIOD ENDED 31 MARCH 2024 I report lo the charity Iruslees on my examinatioll of the accounts of Yorkshire Funders (the charilyl lor the period ended 31 March 2024. Responsibilities and basls of report As the charity's Iruslees you are responsible for the preparation of the accounts in aCCordace with the requirements of the Charities Act 2011 I'lhe Act'l. I report in respect of my examination ol the charity's accounts carr¥ed out uler section 145 of the Act and In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under Section 14515llb} of the Act. Independent examlner's statement I h8ve completed my examinabon. I confimi Ihat no matters have come lo rny attention in connection with the examination giving me cause lo believe that in any material respecl.- 1. accounting record5 were not kept in fespecl of the charity as required by section 130 of the Act," or 2. the accounts do not accord with those records. have no concerns and have come across no other matters in connection with the examination lo which allenlion should be drawn in this report in order lo enable a proper understanding ol the accounts lo be reached. Aman Hayer FCA Wheawill & Sudworth Limited Chartered Accountants 25 Weslgale Hudderslield HD1 1PA 23 October 2024